Satovsky Asset Management, LLC

www.satovsky.com

Satovsky Asset Management (SAM) was established as an independent boutique wealth management firm in 2007 to align mindfulness with financial wealth advisory through investor education, long-term portfolio solutions and a deep commitment to meaningful relationships. Our holistic approach brings together behavioral coaching, financial planning, and investment management to develop investor habits and strategies for long-term abundance and peace of mind.

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Satovsky Asset Management (SAM) was established as an independent boutique wealth management firm in 2007 to align mindfulness with financial wealth advisory through investor education, long-term portfolio solutions and a deep commitment to meaningful relationships. Our holistic approach brings together behavioral coaching, financial planning, and investment management to develop investor habits and strategies for long-term abundance and peace of mind.

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Country

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State

New York

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City (Headquarters)

New York City

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Employees

11-50

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Founded

2007

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Estimated Revenue

$5,000,000 to $10,000,000

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Social

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Potential Decision Makers

  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Founder and Chief Behavioral Coach

    Email ****** @****.com
    Phone (***) ****-****
  • Head of Private Wealth , Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Strategist

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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